Is there a way to export the Categories to CSV or Tab Delimited File

I am running Quicken Home & Business 2020 version R28.15 and have an extensive Category list and I was looking for a way to export it to a CSV or Tab Delimited format so I could better review everything as I look to consolidate some of the categories

Best Answer

  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    Accepted Answer
    Bring up the Category List and type Ctrl+P (or hit the printer icon).
    Select Export to:
    From here you have two choices, either tab-delimited (Excel compatible) disk file
    But the one I prefer is: .PRN (123-compatible) disk file
    This second one is actually a .CSV file, all you need to do is make sure when saving it you end the file name with .CSV.

    The reason I prefer the .CSV is because it opens in Excel without and prompting, whereas for a tab delimited file you have to punch through Excel's making sure what the delimitator is.
    Signature:
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/

Answers

  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    Accepted Answer
    Bring up the Category List and type Ctrl+P (or hit the printer icon).
    Select Export to:
    From here you have two choices, either tab-delimited (Excel compatible) disk file
    But the one I prefer is: .PRN (123-compatible) disk file
    This second one is actually a .CSV file, all you need to do is make sure when saving it you end the file name with .CSV.

    The reason I prefer the .CSV is because it opens in Excel without and prompting, whereas for a tab delimited file you have to punch through Excel's making sure what the delimitator is.
    Signature:
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/
  • Studpup
    Studpup Windows Beta Beta
    Yes! I love a good challenge, here's what I found:
    1. Tools / Category List, click the printer in the lower left corner. Choose Quicken PDF Printer. Click Print. Type in a name, saving the PDF somewhere on your computer
    2. Open the PDF file (mine defaults to Chrome pdf viewer), control-a to select everything (or use mouse to select portions), control-c to copy to clipboard.
    3. Paste into your favorite application/spreadsheet/notepad, or whatever you have in mind. Mine got page numbers headers, so had to delete those. Alternately, select and copy one page at a time to avoid the header info.
    I'm not a quicken employee, just trying to be a helpful pup!
  • Chris_QPW
    Chris_QPW Member ✭✭✭✭
    Studpup said:
    Yes! I love a good challenge, here's what I found:
    If you want a real challenge try printing/saving to a file the renaming rules!  ;)
    Signature:
    (I'm always using the latest Quicken Windows Premier subscription version)
    This is my website: http://www.quicknperlwiz.com/
  • AMP61
    AMP61 Member
    Ok, thank you Chris_QPW. I spent way to much time looking through the screens and completely missed this one!! . . . more Coffee!!
    Thanks again and awesome quick response with a simple solution!!